> ## Documentation Index
> Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Equipment registry: track assets and compliance status

> Register equipment at customer sites and track inspection history, open findings, and compliance status for every asset your team services.

The Equipment module is the asset registry for everything you inspect and service. Each piece of equipment is linked to a customer site and an equipment type, so Novala knows which inspection checklist to use, when the next inspection is due, and whether the asset is currently compliant. When you register a new piece of equipment, Novala automatically schedules its first inspection.

## Equipment types

Equipment types define categories of assets — for example, "Pallet Rack System", "Overhead Crane", or "Forklift". Each type carries the inspection standard that applies to it and can have a default checklist template attached.

<Steps>
  <Step title="Go to Equipment Types">
    Navigate to **Equipment Types** in the sidebar (under the Config group). Click **New Equipment Type**.
  </Step>

  <Step title="Fill in the type details">
    Enter a name for the equipment type and the applicable OSHA or ANSI standard (for example, `OSHA 29 CFR 1910.179` for overhead cranes). The standard is used when generating inspection reports and AI finding suggestions.
  </Step>

  <Step title="Assign a default checklist template">
    Select the checklist template that should be used when inspecting this equipment type. You can create the template first from **Settings → Checklist Templates** or attach it later. See [Inspections](/field-service/inspections) for guidance on building templates.
  </Step>

  <Step title="Save">
    Click **Save**. The equipment type is now available when registering equipment.
  </Step>
</Steps>

## Registering equipment

Registering a piece of equipment creates a permanent asset record linked to a customer site.

<Steps>
  <Step title="Open the Equipment list and click New">
    Navigate to **Equipment** in the sidebar and click **New Equipment**.
  </Step>

  <Step title="Select the equipment type">
    Choose the equipment type from the list. This determines which OSHA standard and default checklist apply.
  </Step>

  <Step title="Link to a company and site">
    Select the customer company and the specific site where the equipment is located. Equipment is always associated with a physical location.
  </Step>

  <Step title="Enter asset details">
    Fill in the details you have available:

    * **Manufacturer** and **Model**
    * **Serial number**
    * **Rated capacity** (for load-bearing equipment)
    * **Year manufactured**
    * **Install date**
    * **Location label** — a human-readable location within the site, such as "Aisle 3, Bay 2"

    You can also upload a photo of the nameplate.
  </Step>

  <Step title="Save the equipment record">
    Click **Save**. Novala registers the equipment and automatically creates a draft inspection for the initial compliance check.
  </Step>
</Steps>

<Note>
  The automatic initial inspection is created in draft status and assigned to no technician. A coordinator needs to assign a technician and schedule it from the work order or inspection detail page.
</Note>

## Equipment detail page

Each piece of equipment has a detail page that serves as the full history and compliance view for that asset.

<CardGroup cols={2}>
  <Card title="Inspection history" icon="clipboard-list">
    View every past inspection for this equipment — date, technician, overall result, and a link to the report. Quickly see whether the asset has been consistently passing or if there's a pattern of issues.
  </Card>

  <Card title="Open findings" icon="triangle-alert">
    See all findings (deficiencies) recorded against this equipment that haven't been resolved. Each finding shows its severity, description, and quote status so you know whether corrective work has been ordered.
  </Card>

  <Card title="Service history" icon="wrench">
    View all service and repair records for this equipment, including work completed through work orders.
  </Card>

  <Card title="Compliance status" icon="shield-check">
    See the current compliance status at a glance: last inspection date, next inspection due date, and whether the equipment is compliant, due soon, or overdue.
  </Card>
</CardGroup>

## Compliance status and inspection scheduling

Novala tracks compliance status automatically as inspections are completed and approved.

<AccordionGroup>
  <Accordion title="How compliance status is determined">
    An equipment record is marked **Compliant** when it has a completed, approved inspection within the required interval for its equipment type. It moves to **Due Soon** when the next inspection date is within 30 days, and to **Overdue** when the due date has passed without a completed inspection.
  </Accordion>

  <Accordion title="Next inspection due date">
    The next inspection due date is calculated from the date of the last approved inspection and the inspection frequency set on the equipment type. If no inspection has ever been completed, the equipment is treated as never inspected and flagged accordingly.
  </Accordion>

  <Accordion title="Automatic notifications">
    Novala emits events when equipment becomes due soon or overdue. You can configure workflow automations — for example, automatically creating a work order or notifying a coordinator — by listening for these events in **Settings → Workflows**.
  </Accordion>
</AccordionGroup>

## Bulk import

If you have an existing equipment list in a spreadsheet, you can import it in bulk from **Equipment → Import**. Novala maps columns to equipment fields and validates each row before import. See the Import documentation for supported formats and field requirements.